Andrea Klipfel

Andrea Klipfel is a dedicated wealth manager with extensive experience in the financial industry. Andrea is a co-owner of Meritage Asset Management Group and actively helps individuals and businesses build their financial futures. As a certified AAMS professional, Andrea regularly attends industry training and certification programs to stay current in their field. Andrea's career includes positions at notable companies such as LPL Financial, Wells Fargo Advisors Financial Network, and Edward Jones. In addition to their professional work, Andrea is also a member of the Rotary Club of Morro Bay, demonstrating their commitment to serving their community.